Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Sell
2025
Q2
$244K Sell
2025
Q1
$262K Buy
2024
Q4
$256K Sell
2024
Q3
$359K Buy
2024
Q2
$312K Sell
2024
Q1
$314K Buy
2023
Q4
$356K Buy
2023
Q3
$300K Sell
2023
Q2
$415K Buy
2023
Q1
$291K Sell
2022
Q4
$257K Buy
2022
Q3
$258K Hold
2022
Q2
$299K Buy
2022
Q1
$328K Sell
2021
Q4
$442K Buy
2021
Q3
$337K Buy